Twin Peaks Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-89	Closed	-$3.96K	–	417
2026 Q1	$3.96K	Buy	+89	New	+$4.35K	﹤0.01%	1474
2025 Q3	–	Sell	-151	Closed	-$9.46K	–	355
2025 Q2	$9.46K	Buy	+151	New	+$8.11K	﹤0.01%	965

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Twin Peaks Wealth Advisors's BAM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brookfield Asset Management (BAM) in Q2 2026, closing a stake of 89 shares — an estimated $3.96K sold.

Twin Peaks Wealth Advisors first reported a position in BAM in Q2 2025 and held it in 2 quarters. The position peaked at $9.46K in Q2 2025. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Brookfield Asset Management position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 89 Brookfield Asset Management shares in Q2 2026, an estimated $3.96K.
Twin Peaks Wealth Advisors first reported a position in Brookfield Asset Management in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Brookfield Asset Management position peaked at $9.46K in Q2 2025.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.